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Sheila Mary Hoopes

Ep Wealth Advisors

San Diego, CA

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

3655 Nobel Drive #200, San Diego, CA 92122 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial San Diego CA 05/2014 09/2019
Creative Capital Management Investments Llc San Diego CA 09/2019 02/2023
Ep Wealth Advisors, Llc Torrance CA 10/2023 Present
Reyes Financial Architecture San Diego CA 05/2023 09/2023
  • 05/2014 → 09/2019
    Lpl Financial
    San Diego, CA
  • 09/2019 → 02/2023
    Creative Capital Management Investments Llc
    San Diego, CA
  • 10/2023 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 05/2023 → 09/2023
    Reyes Financial Architecture
    San Diego, CA
Previous Registrations
Designations
Other Names
  • Sheila Mary Kyte
  • Sheila Hoopes

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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